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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,719 | $99,994+73.7% | $146,643+18.5% | $85,847+102.4% |
| Participation rate | 94.6% | 73.1%+21.5pp | 80.1%+14.5pp | 69.3%+25.3pp |
| Annual return | 11.57% | 18.93%-7.4pp | 22.75%-11.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $4,502 | $2,559+75.9% | $4,137+8.8% | $2,565+75.5% |
| Participant deferral / active EE | $6,119 | $4,006+52.7% | $5,506+11.1% | $3,952+54.8% |
| Admin fee / account holder | $27,373 | $7,703+255.4% | $10,280+166.3% | $6,261+337.2% |